Global X S&P Catholic Values Developed ex-US ETF
CEFA
9 hedge funds and large institutions have $10M invested in Global X S&P Catholic Values Developed ex-US ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
2.51% less ownership
Funds ownership: 71.35% → 68.84% (-2.5%)
50% less capital inflows, than outflows
Capital inflows: $389K | Capital outflows: $783K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$210K |
| 2 |
Gradient Investments
Arden Hills,
Minnesota
|
+$55K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$43.5K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.8K |
| 5 |
Alesco Advisors
Pittsford,
New York
|
+$5.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$554K |
| 2 |
GTS Securities
Miami,
Florida
|
-$221K |
| 3 |
Jane Street
New York
|
-$7.74K |
| 4 |
Fund Evaluation Group
Cincinnati,
Ohio
|
-$561 |
CEFA Hedge Fund Activity: Q3 2023 in Review
9 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Global X S&P Catholic Values Developed ex-US ETF (CEFA) for Q3 2023, worth a combined $10M — down 9.5% from $11M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CEFA positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $210K. The largest seller was Old Mission Capital, exiting entirely with an estimated $554K sold.
- 9 institutional investors held Global X S&P Catholic Values Developed ex-US ETF (CEFA) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $10M of Global X S&P Catholic Values Developed ex-US ETF stock for Q3 2023, down 9.5% quarter-over-quarter.
- 4 funds opened new Global X S&P Catholic Values Developed ex-US ETF positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest Global X S&P Catholic Values Developed ex-US ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $210K added.
- The largest Global X S&P Catholic Values Developed ex-US ETF seller in Q3 2023 was Old Mission Capital, an estimated $554K sold.
Based on aggregated 13F filings for Q3 2023.